Marketing Budget Tracker
Free Marketing Budget Tracker by Channel. Planned against spent by channel, cost per qualified lead, over-plan warnings and a quarter summary draft. Free to clone.
Marketing Budget Tracker is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Budgets
This Taskade Genesis app includes 4 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ad Ledger. Its automations include Monthly finance budget draft, Over-budget spend alert and Monday budget review.
by @john
What you can do with Marketing Budget Tracker
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Marketing Budget Tracker works
- Monthly finance budget draft: when Monthly finance draft, then Export budget lines and Export spend rows.
- Over-budget spend alert: when a spend row is added, then Comment on over-budget spend and Email finance about over-budget spend.
- Monday budget review: when Every Monday morning, then Find unapproved spend and Format unapproved spend.
Built with Taskade Genesis
- Category: Budgets
- AI agents: Ad Ledger
- Automations: Monthly finance budget draft, Over-budget spend alert, Monday budget review
- Workspace: 4 projects, 1 AI agent, 3 automations